How to Set Up Your Notifications

Notification preferences let you control how and when you receive alerts about activity in Franchise Systems Ai (FS Ai). Each notification type can be configured independently, so you only hear about what matters to you.

Where to Find Notification Settings

Click your profile picture at the bottom of the sidebar and select Settings.
Under Account, go to the Notifications page.

How Notifications Work

Notification types are grouped into cards: Applicants & Sales, Tasks, Projects & Workflows, and Team.

Each card has two columns, In-App and Email, with a toggle for every notification type in that group.

Turning on In-App shows the alert inside the FS Ai dashboard, from the notification bell icon. Turning on Email sends it to the email address on your account, and automatically turns on In-App for that type too.

At the top of each card, an All [Group] row toggles every notification type in that group at once. If some types in a group are on and others are off, the master toggle shows a dash instead of a checkmark.

If both In-App and Email are off for a notification type, you will not receive that alert at all.

Applicants & Sales notification card with the master In-App/Email toggle at top and individual toggles per event below it

Available Notification Types

You can configure preferences for the following events, grouped the same way they appear on the page.

Applicants & Sales

FDD Signed: An applicant signs their franchise disclosure document.
FDD Viewed: An applicant opens their franchise disclosure document.
Applicant Sends a Chat Message: An applicant you are working with sends a chat message.
Applicant Books a Meeting: An applicant schedules a meeting through your booking link.
Applicant Completes a Form: An applicant you are assigned to submits a form.
Applicant Uploads a Document: An applicant uploads a document.
Applicant Signs a Document: An applicant completes a document e-signature.
New Sales Lead Assigned to Me: A new applicant lead is assigned to you.
Multiple Sales Leads Assigned to Me: Several leads are assigned to you at once.

Tasks

Assigned a New Task: You are assigned a new task.
Task Reminder: A reminder fires for a task you are assigned to.
Task Status Changed: A task you are involved with changes status.
Task Deleted: A task you are assigned to is deleted.
Task Unblocked: A task you are assigned to is no longer blocked.
Task Overdue: A task you are assigned to passes its due date.
Task Approval Requested: Your approval is requested on a task.
Task Approval Response: Someone responds to a task approval you requested.
Task Approved: A task you submitted for approval is approved.

Projects & Workflows

Project Deployed: A project you are involved with is deployed.
Workflow Notifications: Alerts from your marketing or sales workflows.

Team

Franchisee Sends a Chat Message: A franchisee sends you a chat message.
Franchisee Team Invite Awaiting Approval: A franchisee team invite is waiting on your approval.

Mobile Push Notifications

If you use the FS Ai mobile app, push notifications are delivered to your device for supported events. Push notifications are sent automatically when you grant permission in the mobile app and do not require separate configuration in the dashboard.

Tips

Review your notification preferences after onboarding to ensure you are receiving the alerts most relevant to your role.
Use the All [Group] toggle to turn every notification type in a category on or off at once, instead of setting them one by one.
If you are in a high-volume sales role, consider leaving bulk lead-assignment alerts on In-App only, without Email, so you are not flooded with emails for events already visible in the dashboard.